AB Dynamics plc (ABDP) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to the AB Dynamics PLC investor presentation. Throughout this recorded presentation, investors will be in listen-only mode. Questions are encouraged and could be submitted at any time by the Q&A tab situated on the right-hand corner of your screen. Simply type in your questions and press send. The company may not be in a position to answer every question it receives during the meeting itself. However, the company can review all questions submitted today and publish responses where it's appropriate to do so. Before we begin, I'd like to submit the following poll. I'd now like to hand you over to the management team. Sarah, Ed, good morning. Good morning. Welcome to the AB Dynamics 2025 full year results presentation. Thanks for joining us. I'm Sarah Matthews-Demiers, currently CFO and from 1st of December, CEO. And I'm joined by Ed Haycock, our Director of Financial Reporting. I'll take you through the highlights before Ed takes you through the financial performance. I'll then provide an update on progress against our medium term growth strategy and the outlook for next year. And then Ed and I will be happy to take questions afterwards. During the year, we made a strong start to delivering our medium term growth plan, delivering operating profits and earnings per share growth of 15%, slightly ahead of upgraded expectations, despite macroeconomic challenges in the second half of the year. Revenue increased by 3%, with double-digit revenue growth in half 1, followed by a more challenging half 2, as timing of order intake was impacted by macroeconomic disruption. Encouragingly, customer activity improved towards the end of the year, and the group carries forward 32 million of orders into FY26, providing good trading momentum into the first half o...